South Georgia Financial Services employs a team of financial professionals with experience in retirement income distribution planning, risk management, and wealth transfer/estate planning.  We are a family of certified, competent, service-oriented and experienced professionals dedicated to helping you reach your personal and financial goals with a full range of top-rated products and solutions designed to meet your specific financial planning needs.

 

 

 

We are fully committed to:

  • Listening to our clients!
  • Helping clients understand their options
  • Helping clients achieve their financial goals through careful, thoughtful and prudent planning
  • Providing highly-personalized service
  • Creating and Preserving Wealth
  • Expanding our expertise through continuing education

Advice is based solely on client’s specific situations and goals. Advice may not be limited to investments alone but may include all aspects of a client's financial situation.

To learn more about how we can help you reach your personal and financial goals through our exemplary advice and products, contact us via our Contact Us page. We look forward to hearing from you!

  • Articles

    Articles

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  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

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  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

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  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

Get to Know Your Beneficiaries

It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

The Benefits of Social Security

Take this quiz to assess how much you know about Social Security benefits.

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September 04, 2010 @ 08:04 AM

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